KPC OFFERS CLIENTS THE ABILITY TO TAILOR INVESTMENT ALLOCATIONS TO EACH INVESTOR'S UNIQUE GOALS AND OBJECTIVES VIA A TURNKEY, OPERATIONALLY EFFICIENT PLATFORM
PLATFORM ADVANTAGES
Customize a portfolio of private funds based on your client’s needs. Choose from a select group of single manager funds; strategies include Private Credit, Private Equity, Alternative Lending, Real Estate and Alternative Hedge Strategies. All funds have been evaluated via KPC’s comprehensive due diligence process.
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WE ARE A REGISTERED INVESTMENT ADVISOR WITH THE U.S. SEC, CREATED TO BE A CONFLICT-FREE, BUSINESS-TO-BUSINESS SOLUTION FOR THE WEALTH ADVISORY COMMUNITY
KPC professionals have been sourcing, vetting, and allocating to alternative investment strategies for more than 20 years on behalf of large institutions, pensions, endowments, and family offices. Our suite of offerings is built largely on proprietary quantitative and qualitative analytics matched with an extensive peer database. Through our rigorous process, our team seeks out talented managers and innovative investment strategies.
The Confluence of Institutional Diligence and Exceptional Quality Funds
Manager selection is critically important when selecting alternative investment funds as they are typically managed by skilled investment professionals who have significant discretion in making investment decisions.
Knowledge transfer to advisors is facilitated by having this knowledge base in-house. This enables KPC to respond to investment questions quickly and professionally and to provide investment insights directly to advisors.
SMart Technology
Designed For Advisors
Our advisor-centric client interface provides the perfect platform for advisors to scale their Alternative Investment allocation to clients. Alternatively, advisors have the option to customize the technology with their own branding, while simultaneously gaining full access to detailed performance and investment reports.
- Multiple investments may be made with the same ease as a single investment; our performance and tax reporting are consolidated and at the advisor’s discretion may be integrated with custodian statements and / or third-party portfolio reporting systems.
- Digital Investment subscription process reduces time to mere minutes to make, reallocate, or exit an investment.
- Advisors have the flexibility to select a ready-made investment portfolio or create a personalized one that aligns with the unique requirements of their individual clients or portfolios.
